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iShares Core Dividend Growth ETF
DGRO

Overview Fund Activity

894 hedge funds and large institutions have $12.2B invested in iShares Core Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 325 increasing their positions, 324 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
894
Holders Change
+6
Holders Change %
+0.68%
% of All Funds
14.25%
Holding in Top 10
113
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.67%
% of All Funds
1.8%
New
77
Increased
325
Reduced
324
Closed
59
Calls
$13.2M
Puts
$2.07M
Net Calls
+$11.1M
Net Calls Change
+$906K

Top Buyers

1
FCAS
First Command Advisory Services
Texas
$79.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
$206M
3
AT
American Trust
Kentucky
$98.4M
4
Corient Private Wealth
Corient Private Wealth
Florida
$44.9M
5
Comerica Bank
Comerica Bank
Texas
$30.5M

Top Sellers

1
HFRG
Houlihan Financial Resource Group
Virginia
$5.37M
2
BlackRock
BlackRock
New York
$47.5M
3
DI
DAGCO Inc
Ohio
$3.2M
4
Ameriprise
Ameriprise
Minnesota
$487M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$419M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
201
Advisory Services Network
Georgia
$6.99M -$549K -11,077 -7%
PCM
202
Parsons Capital Management
Rhode Island
$6.92M +$132K +2,655 +2%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$6.9M -$291K -5,951 -4%
CT
204
Colonial Trust
South Carolina
$6.84M +$430K +8,688 +7%
CAG
205
Csenge Advisory Group
Florida
$6.81M -$684K -13,811 -9%
DADC
206
D.A. Davidson & Co
Montana
$6.81M +$152K +3,075 +2%
MC
207
Matisse Capital
Oregon
$6.73M -$226K -4,555 -3%
AWE
208
Avidian Wealth Enterprises
Texas
$6.49M -$4.34M -87,556 -40%
Mirae Asset Global Investments
209
Mirae Asset Global Investments
South Korea
$6.38M -$332K -6,700 -5%
SFP
210
Sandbox Financial Partners
Maryland
$6.34M +$492K +9,932 +8%
PWA
211
Physician Wealth Advisors
Utah
$6.29M -$134K -2,710 -2%
WIM
212
WealthPlan Investment Management
Nebraska
$6.04M +$1.07M +21,669 +22%
HI
213
Harbour Investments
Wisconsin
$5.97M -$123K -2,477 -2%
BRWA
214
B. Riley Wealth Advisors
Florida
$5.8M +$30.6K +612 +0.5%
AGP
215
Autumn Glory Partners
Texas
$5.7M +$1.13M +22,881 +25%
KWM
216
Kingsview Wealth Management
Oregon
$5.58M +$1.44M +29,088 +35%
RWA
217
Rooted Wealth Advisors
Illinois
$5.56M +$4.71M +92,623 +560%
HFRG
218
Houlihan Financial Resource Group
Virginia
$5.37M -$158M -3,223,853 -97%
SWMG
219
Sanchez Wealth Management Group
Florida
$5.37M -$18.5K -373 -0.3%
PFG
220
Pacific Financial Group
Washington
$5.24M -$98K -1,978 -2%
PCIA
221
Prime Capital Investment Advisors
Kansas
$5.23M +$31.7K +641 +0.6%
CWM
222
Castle Wealth Management
Florida
$5.21M -$11.3K -227 -0.2%
TWM
223
TriaGen Wealth Management
California
$5.17M +$200K +4,042 +4%
IC
224
IEQ Capital
California
$5.15M +$130K +2,629 +3%
GL
225
Graypoint LLC
New York
$5.14M +$5.14M +103,824 New
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